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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Jason Rooks who wrote (4367)	1/19/1999 11:38:00 AM
From: jkb	Respond to of 60323

That really was a great article - music/general audio over the Internet is definitely becoming a bigger and bigger thing by the day.

To: Jason Rooks who wrote (4367)	1/19/1999 12:07:00 PM
From: David W. Tucker	Respond to of 60323

It's amazing how this press release is directly to the main subject discussed here all weekend. Uncanny. dave

To: Jason Rooks who wrote (4367)	1/19/1999 12:18:00 PM
From: David W. Tucker	Read Replies (1) \| Respond to of 60323

Another cool thing is how the market will now see "Sandisk", "Flash memory" and "Internet" all put together. It has to bring some attention to the stock. d

To: Jason Rooks who wrote (4367)	1/19/1999 1:11:00 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Jason, Thanks for locating that release. I could not find it via usual channels. I own the Pontis device after receiving it as a gift for Christmas. Hope that this is just the tip of the iceberg and that there have been discussions with OEM's selling to the US market as well. Pontis is a German company and you will not see their products on US shelves anytime in the foreseeable future. I have no idea of their presence in Europe. I would also like to see MMC storage going up in concert with SmartMedia so that it is not perceived as a low capacity product that is inferior to the "black tortilla". Another thing that I have noticed is the ability to place printed media on the surface of MMC. I received a relatively condensed "album" with my purchase that came in a box the size of a CD jewel box. (It actually looks just like a CD case.) The MMC card inside has the artist's photo and some text as well. Liner notes were included in the case. Thus, it seems that you can customize the MMC product label to fit your needs. I guess that may be possible with SmartMedia as well. Ausdauer (24 7/8)

To: Jason Rooks who wrote (4367)	1/19/1999 8:29:00 PM
From: Steven J. Tomesko	Read Replies (1) \| Respond to of 60323

With the release of the MP3 news, has SNDK become an internet play like YHOO, AMZN, ATHM, etc.? Would that explain the run up in price over the past ten days? Steve

To: Jason Rooks who wrote (4367)	1/20/1999 12:20:00 AM
From: lkj	Read Replies (1) \| Respond to of 60323

As Ausdauer has pointed out that MMC's storage needs to be higher than 16MB. Next year is too late. Sandisk needs to speed it up. SmartMedia has been shipping at 32MB level for a while, and I am not sure if it goes even higher than that. 16MB will not cut it. FLASH space is like CPU speed in the early days, the more the better. As for CompactFLASH, I am disapointed to read ''A 20MB CompactFlash card that sold at retail for $200 a year ago will be priced at under $50 a year from now.''. SmartMedia has been around this $50 price since last year. It is clear to say that SmartMedia is better priced than CompactFLASH and has higher storage than MMC. If I were a manufacture, I wouldn't see any advantage going with either one of Sandisk's products.